Alignment
The Alignment feature helps you adjust forecasts to ensure actuals and forecasts match your budget. This keeps your financial planning accurate and aligned with your goals. Alignments can only be made for updated budgets, as initial budgets automatically align the budget and forecast.
Alignments are created in the monitoring screen during the budget process and apply only to dynamic cash flow lines. You can make adjustments for assets in an update step and for properties where deviations exceed the set threshold. Selecting a main line item will automatically include all linked sub-line items.
When aligning, you can choose how to distribute the adjustments:
• Straight-line distribution spreads the adjustment evenly across all remaining months in the budget period.
• Specific months lets you select which months to adjust, with the value distributed evenly across the selected months.
Alignments are created at the property level, even if the total deviation at the process level sums to zero. You can view created alignments in the Income & expenditure screen, see which line items are adjusted, and delete specific alignments if needed.
This feature gives you control over your forecasts, ensuring your financial plans stay on track.